Municipals in focus: What’s ahead for the remainder of 2022 and beyond?

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Speakers

Jake van Roden
Managing Director, Senior Portfolio Manager
Macquarie Asset Management

Jake van Roden is a member of the municipal bond department within Macquarie Asset Management Fixed Income (MFI) in the Americas. He is a portfolio manager for MFI’s nine open-end state-specific municipal bond funds, as well as for several municipal bond client accounts, a role he assumed in December 2017. In February 2019, his portfolio management role expanded to include MFI’s closed-end municipal bond funds and the three national municipal open-end funds. He joined the municipal department in July 2004 as a generalist and became head of municipal trading in December 2012. Before that, van Roden interned at Macquarie Asset Management (MAM) in the client services department. He received a bachelor’s degree in American studies with a minor in government from Franklin & Marshall College.

Robert Huebscher
Founder, Advisor Perspectives
VettaFi | Advisor Perspectives

Robert Huebscher is the founder of Advisor Perspectives. Robert is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

William Roach, CFA, CMT
Vice President, Senior Municipal Trader
Macquarie Asset Management

William Roach joined the municipal trading team within Macquarie Asset Management Fixed Income (MFI) in June 2015. From November 2012 to May 2015, he was an internal consultant for the firm’s third-party distribution group, managing relationships with clients in New Jersey and Southern California. Before joining Macquarie Asset Management (MAM), Roach worked as a financial advisor, first with Creative Financial Group from October 2009 to November 2010, and then with Merrill Lynch from November 2010 to November 2012. He earned a bachelor’s degree with dual concentrations in business administration and political science from Albright College and an MBA with a concentration in finance from Villanova University.